Account Associate: Insurance & Customer Success

Brian Bartz - State Farm Agent; Wales (WI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Brian Bartz - State Farm Agent is seeking an Account Associate to support daily operations and drive customer success. You will grow the agency through meaningful customer relations and act as a liaison between customer needs and agency departments.

You will help proactively market relevant products and services to improve clients’ lives. Join a team focused on building a stable career with flexibility and opportunities for advancement within a locally involved agency.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.

Responsibilities

• Manage customer accounts and update information in the database.
• Assist customers with policy changes and inquiries.
• Process insurance claims and follow up with customers on claim status.
• Coordinate with underwriters to ensure timely policy issuance.

Skills

Organizational skills

Customer service

Insurance experience

Job description

Brian Bartz - State Farm Agent is seeking an Account Associate to support daily operations and drive customer success. You will grow the agency through meaningful customer relations and act as a liaison between customer needs and agency departments.

You will help proactively market relevant products and services to improve clients’ lives. Join a team focused on building a stable career with flexibility and opportunities for advancement within a locally involved agency.